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Tower Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Tower Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Buy
4,528
+346
+8% +$238K 1.65% 12
2026
Q1 		$2.41M Buy
4,182
+40
+1% +$24.3K 1.33% 14
2025
Q4 		$2.54M Sell
4,142
-173
-4% -$106K 1.4% 13
2025
Q3 		$2.59M Buy
4,315
+186
+5% +$107K 1.42% 13
2025
Q2 		$2.28M Buy
4,129
+132
+3% +$65.7K 1.35% 12
2025
Q1 		$1.87M Sell
3,997
-50
-1% -$25.4K 1% 18
2024
Q4 		$2.07M Sell
4,047
-180
-4% -$91K 1.08% 16
2024
Q3 		$2.06M Buy
4,227
+60
+1% +$28.4K 1.2% 14
2024
Q2 		$2M Buy
4,167
+337
+9% +$152K 1.23% 14
2024
Q1 		$1.7M Buy
3,830
+94
+3% +$40.3K 1.1% 18
2023
Q4 		$1.53M Sell
3,736
-708
-16% -$269K 1.08% 17
2023
Q3 		$1.59M Sell
4,444
-117
-3% -$43.4K 1.31% 16
2023
Q2 		$1.68M Sell
4,561
-78
-2% -$26.3K 1.35% 15
2023
Q1 		$1.49M Sell
4,639
-4
-0.1% -$1.18K 1.24% 15
2022
Q4 		$1.24M Buy
4,643
+22
+0.5% +$6.08K 1.08% 15
2022
Q3 		$1.28M Sell
4,621
-987
-18% -$298K 1.22% 14
2022
Q2 		$1.57M Buy
5,608
+2,164
+63% +$672K 2.09% 10
2022
Q1 		$1.25M Sell
3,444
-19
-0.5% -$6.75K 1.36% 11
2021
Q4 		$1.38M Sell
3,463
-45
-1% -$17.4K 1.4% 11
2021
Q3 		$1.26M Sell
3,508
-40
-1% -$14.7K 1.32% 10
2021
Q2 		$1.26M Sell
3,548
-101
-3% -$34K 1.38% 10
2021
Q1 		$1.17M Buy
3,649
+2,587
+244% +$827K 1.5% 12
2020
Q4 		$333K Buy
+1,062
New +$312K 0.38% 29

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMU
Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Tower Wealth Partners's QQQ Position: Q2 2026 in Review

Tower Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 8.3% in Q2 2026, buying an estimated $238K and bringing the position to 4,528 shares worth $3.33M. The position accounts for 1.65% of the portfolio, ranked #12.

Tower Wealth Partners first reported a position in QQQ in Q4 2020 and has held it in 23 quarters since. 4,011 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

  • Tower Wealth Partners held 4,528 shares of Invesco QQQ Trust worth $3.33M as of Q2 2026.
  • Tower Wealth Partners bought 346 Invesco QQQ Trust shares in Q2 2026, an estimated $238K.
  • Invesco QQQ Trust made up 1.65% of Tower Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • Tower Wealth Partners first reported a position in Invesco QQQ Trust in Q4 2020 and has held it in 23 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.